+540.2%
MAR vs RACE
+740.1%
-199.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.5% |
| 7D | +4.3% | +5.1% | -0.8% | +2.0% |
| 30D | +16.8% | +7.7% | +9.1% | +13.0% |
| 3M | +16.0% | +2.2% | +13.9% | +14.6% |
| 6M | +16.5% | +23.8% | -7.3% | +4.6% |
| YTD | +35.0% | +13.9% | +21.1% | +25.4% |
| 1Y | +49.4% | +3.8% | +45.6% | +44.5% |
| 3Y | +124.1% | +28.0% | +96.0% | +84.4% |
| 5Y | +159.2% | +64.9% | +94.3% | +82.1% |
| All | +540.2% | +740.1% | -199.8% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling